de Creative Planning iShares Expanded Tech Sector ETF IGM Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 6.75 M | Comprar |
41,294
+1,208
| +3% | +USD 181 k | ﹤0.01% | 1176 |
|
|
2026
Q1 | USD 4.75 M | Comprar |
40,086
+1,906
| +5% | +USD 240 k | ﹤0.01% | 1241 |
|
|
2025
Q4 | USD 4.93 M | Vender |
38,180
-568
| -1% | -USD 73.6 k | ﹤0.01% | 1016 |
|
|
2025
Q3 | USD 4.88 M | Comprar |
38,748
+3,781
| +11% | +USD 446 k | ﹤0.01% | 901 |
|
|
2025
Q2 | USD 3.93 M | Vender |
34,967
-4,437
| -11% | -USD 436 k | ﹤0.01% | 879 |
|
|
2025
Q1 | USD 3.57 M | Comprar |
39,404
+17,362
| +79% | +USD 1.75 M | ﹤0.01% | 845 |
|
|
2024
Q4 | USD 2.25 M | Vender |
22,042
-1,905
| -8% | -USD 191 k | ﹤0.01% | 1058 |
|
|
2024
Q3 | USD 2.3 M | Comprar |
23,947
+3,362
| +16% | +USD 311 k | ﹤0.01% | 990 |
|
|
2024
Q2 | USD 1.94 M | Vender |
20,585
-831
| -4% | -USD 72.8 k | ﹤0.01% | 1000 |
|
|
2024
Q1 | USD 1.85 M | Comprar |
21,416
+782
| +4% | +USD 63.7 k | ﹤0.01% | 996 |
|
|
2023
Q4 | USD 1.54 M | Comprar |
20,634
+1,242
| +6% | +USD 84.9 k | ﹤0.01% | 1026 |
|
|
2023
Q3 | USD 1.24 M | Comprar |
19,392
+1,578
| +9% | +USD 104 k | ﹤0.01% | 1066 |
|
|
2023
Q2 | USD 1.17 M | Comprar |
17,814
+1,026
| +6% | +USD 61 k | ﹤0.01% | 1061 |
|
|
2023
Q1 | USD 949 k | Comprar |
16,788
+1,014
| +6% | +USD 52.9 k | ﹤0.01% | 1106 |
|
|
2022
Q4 | USD 736 k | Vender |
15,774
-2,106
| -12% | -USD 101 k | ﹤0.01% | 1195 |
|
|
2022
Q3 | USD 824 k | Comprar |
17,880
+3,192
| +22% | +USD 168 k | ﹤0.01% | 1049 |
|
|
2022
Q2 | USD 721 k | Comprar |
14,688
+4,188
| +40% | +USD 230 k | ﹤0.01% | 1120 |
|
|
2022
Q1 | USD 680 k | Comprar |
10,500
+1,338
| +15% | +USD 86.1 k | ﹤0.01% | 1172 |
|
|
2021
Q4 | USD 670 k | Comprar |
9,162
+738
| +9% | +USD 53 k | ﹤0.01% | 1143 |
|
|
2021
Q3 | USD 567 k | Vender |
8,424
-2,370
| -22% | -USD 165 k | ﹤0.01% | 1222 |
|
|
2021
Q2 | USD 727 k | Vender |
10,794
-618
| -5% | -USD 39.4 k | ﹤0.01% | 1077 |
|
|
2021
Q1 | USD 686 k | Comprar |
11,412
+246
| +2% | +USD 14.7 k | ﹤0.01% | 1236 |
|
|
2020
Q4 | USD 651 k | Comprar |
11,166
+114
| +1% | +USD 6.24 k | ﹤0.01% | 1164 |
|
|
2020
Q3 | USD 569 k | Comprar |
11,052
+6
| +0.1% | +USD 303 | ﹤0.01% | 1069 |
|
|
2020
Q2 | USD 514 k | Vender |
11,046
-882
| -7% | -USD 37.1 k | ﹤0.01% | 1015 |
|
|
2020
Q1 | USD 421 k | Vender |
11,928
-222
| -2% | -USD 8.9 k | ﹤0.01% | 1037 |
|
|
2019
Q4 | USD 490 k | Comprar |
12,150
+2,916
| +32% | +USD 111 k | ﹤0.01% | 1120 |
|
|
2019
Q3 | USD 334 k | Comprar |
9,234
+12
| +0.1% | +USD 439 | ﹤0.01% | 1293 |
|
|
2019
Q2 | USD 332 k | Vender |
9,222
-234
| -2% | -USD 8.27 k | ﹤0.01% | 1308 |
|
|
2019
Q1 | USD 325 k | Comprar |
9,456
+30
| +0.3% | +USD 964 | ﹤0.01% | 1288 |
|
|
2018
Q4 | USD 270 k | Vender |
9,426
-108
| -1% | -USD 3.34 k | ﹤0.01% | 1297 |
|
|
2018
Q3 | USD 333 k | Vender |
9,534
-11,988
| -56% | -USD 407 k | ﹤0.01% | 1334 |
|
|
2018
Q2 | USD 692 k | Comprar |
21,522
+7,830
| +57% | +USD 247 k | ﹤0.01% | 919 |
|
|
2018
Q1 | USD 409 k | Vender |
13,692
-2,154
| -14% | -USD 65.4 k | ﹤0.01% | 1183 |
|
|
2017
Q4 | USD 446 k | Comprar |
15,846
+5,262
| +50% | +USD 145 k | ﹤0.01% | 1146 |
|
|
2017
Q3 | USD 274 k | Comprar |
10,584
+390
| +4% | +USD 9.9 k | ﹤0.01% | 1381 |
|
|
2017
Q2 | USD 246 k | Comprar |
10,194
+1,848
| +22% | +USD 44.4 k | ﹤0.01% | 1394 |
|
|
2017
Q1 | USD 193 k | Comprar |
8,346
+912
| +12% | +USD 20.3 k | ﹤0.01% | 1514 |
|
|
2016
Q4 | USD 153 k | Mantener |
7,434
| – | – | ﹤0.01% | 1565 |
|
|
2016
Q3 | USD 153 k | Comprar |
7,434
+1,200
| +19% | +USD 23.8 k | ﹤0.01% | 1569 |
|
|
2016
Q2 | USD 114 k | Mantener |
6,234
| – | – | ﹤0.01% | 1591 |
|
|
2016
Q1 | USD 115 k | Mantener |
6,234
| – | – | ﹤0.01% | 1544 |
|
|
2015
Q4 | USD 115 k | Vender |
6,234
-1,098
| -15% | -USD 20.2 k | ﹤0.01% | 1550 |
|
|
2015
Q3 | USD 123 k | Comprar |
+7,332
| Nuevas | +USD 127 k | ﹤0.01% | 1475 |
|
|
2015
Q2 | – | Vender |
-6,030
| Cerradas | -USD 104 k | – | 1983 |
|
|
2015
Q1 | USD 104 k | Mantener |
6,030
| – | – | ﹤0.01% | 1552 |
|
|
2014
Q4 | USD 102 k | Mantener |
6,030
| – | – | ﹤0.01% | 1543 |
|
|
2014
Q3 | USD 98 k | Vender |
6,030
-12,372
| -67% | -USD 201 k | ﹤0.01% | 1493 |
|
|
2014
Q2 | USD 292 k | Comprar |
18,402
+12,372
| +205% | +USD 188 k | ﹤0.01% | 852 |
|
|
2014
Q1 | USD 91 k | Mantener |
6,030
| – | – | ﹤0.01% | 1461 |
|
|
2013
Q4 | USD 90 k | Mantener |
6,030
| – | – | ﹤0.01% | 1253 |
|
|
2013
Q3 | USD 80 k | Mantener |
6,030
| – | – | ﹤0.01% | 1252 |
|
|
2013
Q2 | USD 75 k | Comprar |
+6,030
| Nuevas | +USD 74.4 k | ﹤0.01% | 1147 |
|
Otros fondos que tienen IGM en su cartera
Posición de Creative Planning en IGM: resumen de T2 2026
Creative Planning aumentó su participación en iShares Expanded Tech Sector ETF (IGM) en 3% durante T2 2026, al comprar aproximadamente USD 181 k y elevar la posición a 41,294 acciones con un valor de USD 6.75 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1176.
Creative Planning reportó por primera vez una posición en IGM en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 561 fondos que sigue Wall St. Rank mantienen una posición en IGM.
- Al cierre de T2 2026, Creative Planning tenía 41,294 acciones de iShares Expanded Tech Sector ETF con un valor de USD 6.75 M.
- Creative Planning compró 1,208 acciones de iShares Expanded Tech Sector ETF en T2 2026, por un monto estimado de USD 181 k.
- iShares Expanded Tech Sector ETF representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1176.
- Creative Planning reportó por primera vez una posición en iShares Expanded Tech Sector ETF en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 561 fondos que sigue Wall St. Rank tenían iShares Expanded Tech Sector ETF en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.